Original from a WSJ report. We have also written about the de-coupling of China OEMs from U.S. suppliers as a way to mitigate the supply risk due to trade frictions. In our opinion, it is an inevitable and secular trend that China will build its own technology supply chain over time.
Esoterica's statements are not an endorsement of any company or a recommendation to buy, sell or hold any security. For full disclosures, click here.